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Financial Adviser jobs in Bournemouth

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    • Leading annual reviews and providing proactive, ongoing financial planning advice.
    • Understanding clients’ changing circumstances, objectives and financial…
    • View all RGH‑Global Limited jobs - Bournemouth jobs - Financial Advisor jobs in Bournemouth
    • Salary Search: Financial Adviser salaries in Bournemouth
    • Building lasting client relationships and acting as a trusted adviser.
    • Expert led webinars on mental, physical and financial wellbeing.
    • This includes tools, mentoring, and business support to prepare you for meeting new clients as a financial adviser.
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    • Previous experience as a practising financial adviser.
    • Level 4 qualification in financial advice or equivalent.
    • Building and Growing a Client Base.
    • A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products.
    • This opportunity would particularly suit an experienced Specialist Finance & Mortgage Advisor who enjoys working on more complex cases, including commercial…
    • Deliver holistic financial planning tailored to individual client needs.
    • Keep up to date with UK financial regulations and FCA requirements.
    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • In this fully remote role, you will be responsible for providing expert mortgage advice to their diverse clientele, working closely with the qualifying and case…
    • Numeracy skills and comfort with basic financial concepts.
    • Eager to learn about financial services and regulatory requirements.
    • The role of the Adviser is an important sales and advisory position and your role will primarily involve selling/offering and renewing contracts of insurance,…
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    • Build confidence in sales with hands-on coaching from day one.
    • Many perks: From your fifth month, you’ll receive a company car and fuel card, a mobile phone,…
    • Menzies Employee Benefits is seeking an experienced Employee Benefits Administrator to deliver outstanding service to both new and existing clients, aligned…
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    • A solid understanding of financial planning products and processes.
    • You’ll be responsible for producing high-quality suitability reports and technical…
    • Manage mortgage enquiries from initial conversation through to completion..
    • Advise on residential, Buy-to-Let and limited company lending..

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Financial Adviser
RGH‑Global Limited
Bournemouth
•
Hybrid work
Up to £40,000 a year
Permanent, Full-time
Apply on company site

Job details

Up to £40,000 a year
Permanent, Full-time
Hybrid work in Bournemouth

Full job description

Financial Adviser

Location: Bournemouth

Salary: Up to £40,000 (plus bonus and a share of initial advice fees)

We’re recruiting on behalf of an established wealth management practice that’s growing its advice team. They’re looking for a qualified Financial Adviser who wants to focus on excellent financial planning and building long-term client relationships — with an established portfolio of existing clients and a strong support team around them.

This is an employed adviser role, and the successful candidate won’t be expected to build a client bank from scratch. The primary responsibility will be taking ownership of an existing portfolio of clients, ensuring they receive a proactive, consistent and high-quality financial planning service.

About Our Client

Our client provides financial planning and wealth management advice to individuals, families and businesses, with a strong emphasis on the quality of their advice, the service their clients receive, and the long-term relationships they build with them.

Their advisers are supported by experienced paraplanners, administrators and specialist advisers, allowing them to focus their time where they add the most value — understanding clients, providing good advice and maintaining strong relationships.

As the business continues to grow, they’re expanding their employed advice capability. This is a newly created role and an opportunity to join at an important stage in that development.

The Role

You’ll take personal ownership of an established portfolio of clients and be responsible for the quality of their ongoing advice and overall service experience.

You’ll be responsible for:

  • Building strong, trusted, long-term client relationships
  • Leading annual reviews and providing proactive, ongoing financial planning advice
  • Understanding clients’ changing circumstances, objectives and financial planning needs
  • Identifying appropriate new advice opportunities within existing client relationships
  • Producing high-quality advice and documentation
  • Working closely with paraplanners, administrators and specialist advisers to deliver a seamless client experience
  • Ensuring agreed reviews and client service commitments are delivered consistently and on time

This is predominantly a client servicing role rather than one built around sourcing your own clients.

What We’re Looking For

You’ll need to hold a Level 4 Diploma in Financial Planning (or equivalent), ideally with some post-qualification client advice experience.

We’re particularly interested in hearing from someone who:

  • Enjoys building long-term relationships and takes personal ownership of the client experience
  • Cares about achieving good client outcomes and delivering high-quality advice
  • Is commercially aware and confident in identifying appropriate planning opportunities
  • Has strong organisational skills and excellent attention to detail
  • Takes pride in producing high-quality, compliant documentation
  • Enjoys working collaboratively as part of a wider advice and support team

Reward and Benefits

  • Competitive basic salary
  • Annual bonus of up to 10% of salary
  • A share of initial advice fees on all new business written
  • Hybrid working
  • An established portfolio of existing clients
  • Experienced paraplanning and administration support
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